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Hedge Funds Similar to Wealth Group, Ltd.

13F Portfolio OverlapQ2 2026Wealth Group, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Wealth Group, Ltd. is an institutional investor managing $401M across 106 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Group, Ltd. are PHYSICIANS FINANCIAL SERVICES, First Long Island Investors, Aull & Monroe Investment, with shared positions in $CMI, $AMGN, $PH, $MCD, $ADP, $DUK. The full ranking of 25 similar funds is below.

#1PHYSICIANS FINANCIAL SERVICES, INC.Active
Notable overlap · 12 shared positions
$CMI$AMGN$PH$MCD$ADP$DUK
$401M
106 positions
#2First Long Island Investors, LLCActive
Notable overlap · 8 shared positions
$AMGN$PH$ADP$LOW$MCD$LMT
$1.4B
73 positions
#3Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$CMI$AMGN$ADP$DUK$DE$LMT
$239M
126 positions
#4Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$MCD$DUK$ADP$LOW$LMT
$817M
89 positions
#5JACOBS & CO/CAPassive
Some overlap · 7 shared positions
$CMI$AMGN$MCD$ADP$DE$QCOM
$1.2B
134 positions
#6Columbus Macro, LLCPassive
Some overlap · 6 shared positions
$CMI$PH$AMGN$ADP$LMT$QCOM
$1.0B
207 positions
#7KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$PH$MCD$ADP$LOW$QCOM$PEP
$1.5B
228 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$CMI$LOW$LMT$DE$PEP$ADP
$530M
92 positions
#9Wilson & Boucher Capital Management, LLC
Some overlap · 6 shared positions
$CMI$AMGN$DUK$LOW$QCOM$PEP
$170M
121 positions
#10Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$CMI$ADP$LOW$AMGN$DE$QCOM
$204M
95 positions
#11Integras Partners LLCPassive
Some overlap · 5 shared positions
$CMI$AMGN$MCD$DUK$LMT
$181M
100 positions
#12Boit C F DavidPassive
Some overlap · 7 shared positions
$MCD$ADP$PH$LMT$QCOM$PEP
$238M
85 positions
#13CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$CMI$MCD$DUK$QCOM$PEP$MMM
$6.9B
64 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$CMI$MCD$DUK$LMT$DE$MMM
$263M
90 positions
#15PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$AMGN$MCD$DUK$ADP$QCOM$PEP
$1.2B
103 positions
#16SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$AMGN$MCD$DUK$ADP$QCOM$PEP
$1.3B
97 positions
#17Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$CMI$AMGN$DUK$LMT$QCOM$PEP
$112M
85 positions
#18HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$AMGN$MCD$DUK$LMT$ADP$PEP
$363M
92 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$CMI$AMGN$MCD$LMT$PEP
$853M
130 positions
#20Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$CMI$AMGN$ADP$LMT$QCOM
$111M
62 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$MCD$DUK$LOW$ADP$AMGN$PEP
$390M
103 positions
#22BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$CMI$AMGN$MCD$LMT$QCOM
$404M
99 positions
#23ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 5 shared positions
$CMI$MCD$ADP$AMGN$QCOM
$549M
195 positions
#24Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$CMI$PH$DE$LMT$PEP$LOW
$241M
131 positions
#25WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$MCD$DUK$LOW$DE$CMI$PEP
$472M
184 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.